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VBTLX Vanguard Total Bond Market Index Adm

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Fund VBTLX Vanguard Total Bond Market Index Adm SCHZ Schwab US Aggregate Bond ETF™  
Similarity
?
100% 90%
Annual Fees
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$6.13
(0.06% Exp. Ratio)
$4.09
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$18,543.69 $18,655.35
Est. savings over 30 yrs +$111.65
Return
As of 11/30/16
1 YR RETURN 1.96%
3 YR 2.63%
5 YR 2.31%
10 YR 4.21%
1 YR RETURN 2.00%
3 YR 2.72%
5 YR 2.31%
10 YR --
Description
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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